AWM
Aries Wealth Management Portfolio holdings
AUM
$383M
This Quarter Return
+2.82%
1 Year Return
+17.41%
3 Year Return
+64.12%
5 Year Return
+105.21%
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(+4.8%)
Cap. Flow
+$343K
Cap. Flow
% of AUM
0.32%
Top 10 Holdings %
Top 10 Hldgs %
30.09%
Holding
137
New
10
Increased
18
Reduced
47
Closed
2
Top Buys
| 1 |
Trex
TREX
|
$397K |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$288K |
| 3 |
FDC
First Data Corporation
FDC
|
$283K |
| 4 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$282K |
| 5 |
APA Corp
APA
|
$233K |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$1.1M |
| 2 |
KKR & Co
KKR
|
$316K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$248K |
| 4 |
Goldman Sachs
GS
|
$205K |
| 5 |
Johnson & Johnson
JNJ
|
$126K |
Sector Composition
| 1 | Healthcare | 11.42% |
| 2 | Technology | 11.32% |
| 3 | Industrials | 10.63% |
| 4 | Financials | 10.28% |
| 5 | Consumer Staples | 7.08% |
